Processes

Table Of Contents

Processes#

Create, modify, delete and run processes

Process#

Build-time representation of a Process whose work is described by a collection of Jobs contained in its root Group.

Properties#

Name

Type

Description

Restrictions

autoClose

boolean

If this process is configured to automatically close once all actions are completed or canceled.

required

businessDateExclusions

[string]

Individual dates that are excluded as business days of this Process. Impacts relative date calculations.

unique

businessDateInclusions

[string]

Individual dates that are included as business days of this Process, regardless of exclusion rules.

unique

businessDaysOfWeek

[string]

The days of the week that are deemed “working days” for this Process. Impacts relative date calculations.

unique

businessEndDate

string(date)

The end date of the business calendar window for this Process. Used with businessStartDate to define the period for relative date calculations. If businessStartDate is provided, businessEndDate must also be provided.

businessStartDate

string(date)

The start date of the business calendar window, used as the anchor for relative date calculations. If provided, businessEndDate must also be provided.

calendars

[string]

A set of calendar ids associated with this process. The events of these calendars are displayed in calendar
ux components in Processes.

unique

certAutoApprove

boolean

If certification auto approval is turned on for certification actions on this process.

required

created

Action

When the action was performed, and details about the user who did it

defaultCertApproverReminders

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

defaultCertSignerReminders

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

dueDate

string(date)

The overall deadline for the Process. This is the process-level due date, independent of the business calendar window defined by businessStartDate and businessEndDate.

id

string

The Process’ unique identifier.

Maximum length: 32, Minimum length: 1

modified

Action

When the action was performed, and details about the user who did it

name

string

The name of the Process.

processTemplate

string

The id of the ProcessTemplate that this Process was created from.

read-only, Maximum length: 32

relativeDates

boolean

If relative dates are enabled for this process. Enables automatic shifting of dates based on the
Process start date and business days configuration.

required

revision

integer(int64)

The revision number of the current representation of the Process

read-only

root

ProcessGroup

Group of Jobs and other Groups in a Process.

sourceProcessRun

string

The id of ProcessRun that this Process was copied from.

read-only, Maximum length: 32

Example#

{
  "autoClose": true,
  "businessDateExclusions": [
    "2024-12-25",
    "2024-01-01"
  ],
  "businessDateInclusions": [
    "2024-12-28"
  ],
  "businessDaysOfWeek": [
    "monday",
    "tuesday",
    "wednesday",
    "thursday",
    "friday"
  ],
  "businessEndDate": "2024-12-31",
  "businessStartDate": "2024-01-01",
  "calendars": [
    "calendar-123",
    "calendar-456"
  ],
  "certAutoApprove": true,
  "created": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "defaultCertApproverReminders": {
    "mode": "default"
  },
  "defaultCertSignerReminders": {
    "mode": "default"
  },
  "dueDate": "2026-01-01",
  "id": "e7b9920095e342889190b4d7eaeca6fa",
  "modified": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "name": "Q4 2024 Financial Close Process",
  "processTemplate": "9e20a5aeaaf84d5ba676233938ac4222",
  "relativeDates": false,
  "revision": 3,
  "root": {
    "id": "root-group-123",
    "name": "Main Workflow",
    "parallel": false,
    "readOnly": false,
    "triggerType": "whenEligible"
  },
  "sourceProcessRun": "9e20a5aeaaf84d5ba676233938ac4222"
}

ProcessActionArguments#

Container for action-specific arguments for a Job. The type field indicates which specific arguments field contains the data. Only one of the argument fields will be populated based on the action type.

Properties#

Name

Type

Description

Restrictions

certApproverArgs

ProcessCertApproverArguments

Read-only certification generated approver action arguments.

certPhaseFinalizerArgs

ProcessCertPhaseFinalizerArguments

Read-only certification generated arguments for certificationPhaseFinalizerGenerated actions.

certSignerArgs

ProcessCertSignerArguments

Read-only certification generated signer action arguments.

certificationArgs

ProcessCertificationArguments

Input for certification actions.

contentRequestArgs

ProcessContentRequestArguments

Input for contentRequest actions.

sendTaskArgs

ProcessSendTaskArguments

Input for sendTask actions.

type

string

The type of action the Job is performing.
Dictates the type of arguments need to be passed to the Job.

required

Enumerated Values#

Property

Value

type

sendTask

type

contentRequest

type

certificationApproverGenerated

type

certificationSignerGenerated

type

certificationConditionalApproverGenerated

type

certificationPhaseFinalizerGenerated

type

certification

Example#

{
  "sendTaskArgs": {
    "assignee": {
      "id": "user123",
      "type": "user"
    },
    "document": "doc789",
    "title": "Review Q4 financial report"
  },
  "type": "sendTask"
}

ProcessActionMetadata#

Read-only action specific metadata associated with a JobRun.

Properties#

Name

Type

Description

Restrictions

certApproverMetadata

ProcessCertificationApproverActionMetadata

Read-only metadata for a certification approver action.
Contains information about who approved the certification and inherits task execution details
from the parent TaskMetadata.

certConditionalApproverMetadata

ProcessCertificationConditionalApproverActionMetadata

Read-only metadata for the certification generated conditional approver action.

certSignerMetadata

ProcessCertificationSignerActionMetadata

Read-only metadata about an individual certification signer action.

certificationMetadata

ProcessCertificationGeneratorActionMetadata

Read-only metadata for a Certification action.

contentRequestMetadata

ProcessContentRequestMetadata

Read-only metadata about a “content request” action.

sendTaskMetadata

ProcessSendTaskMetadata

Read-only metadata about a “send task” action.

type

string

The type of action the Job is performing.
Dictates the type of arguments need to be passed to the Job.

Enumerated Values#

Property

Value

type

sendTask

type

contentRequest

type

certificationApproverGenerated

type

certificationSignerGenerated

type

certificationConditionalApproverGenerated

type

certificationPhaseFinalizerGenerated

type

certification

Example#

{
  "sendTaskMetadata": {
    "cancelCleanupComplete": false,
    "newApproverModifyEmailSent": false,
    "newAssigneeModifyEmailSent": false,
    "permalink": "https://app.wdesk.com/tasks/task-456",
    "previousApproverModifyEmailSent": false,
    "previousAssigneeModifyEmailSent": false,
    "status": "waiting",
    "task": "task-456",
    "taskCancelled": false,
    "taskCancelledNotificationSent": false,
    "taskModificationComplete": false
  },
  "type": "sendTask"
}

ProcessBatchUpdate#

A collection of updates to be done as a batch against the Process.

Properties#

Name

Type

Description

Restrictions

data

[ProcessBatchUpdateItem]

List of updates to apply to the Process as a batch.

required, Minimum items: 0, Maximum items: 3000

Example#

{
  "data": [
    {
      "id": "jobId123",
      "newName": "newJobTitle",
      "type": "jobName"
    },
    {
      "id": "groupId123",
      "newName": "newGroupTitle",
      "type": "groupName"
    }
  ]
}

ProcessBatchUpdateItem#

Represents a single batch update request contained in a larger overall batch update.

Properties#

Name

Type

Description

Restrictions

groupNameUpdate

ProcessGroupNameUpdate

A request to update a Group’s name.

jobNameUpdate

ProcessJobNameUpdate

A request to update a Job’s name.

type

string

The type of the update being requested.

required

Enumerated Values#

Property

Value

type

jobName

type

groupName

Example#

{
  "jobNameUpdate": {
    "id": "jobId123",
    "newName": "new job name"
  },
  "type": "jobName"
}

ProcessCertApproverArguments#

Read-only certification generated approver action arguments.

Properties#

Name

Type

Description

Restrictions

participants

[ProcessParticipant]

List of participants involved in this certification approver action. These are the users
who are responsible for approving the certification after it has been signed.

Example#

{
  "participants": [
    {
      "id": "approver123",
      "type": "user"
    }
  ]
}

ProcessCertPhaseFinalizerArguments#

Read-only certification generated arguments for certificationPhaseFinalizerGenerated actions.

Properties#

Name

Type

Description

Restrictions

certPhaseBeingFinalized

string

The phase of certification that is being finalized.

required

Enumerated Values#

Property

Value

certPhaseBeingFinalized

signing

certPhaseBeingFinalized

approval

Example#

{
  "certPhaseBeingFinalized": "signing"
}

ProcessCertSignerArguments#

Read-only certification generated signer action arguments.

Properties#

Name

Type

Description

Restrictions

participants

[ProcessParticipant]

List of participants involved in this certification signer action. These are the users
who are responsible for signing and completing the certification.

Example#

{
  "participants": [
    {
      "id": "signer123",
      "type": "user"
    }
  ]
}

ProcessCertificationApproverActionMetadata#

Read-only metadata for a certification approver action. Contains information about who approved the certification and inherits task execution details from the parent TaskMetadata.

Properties#

Name

Type

Description

Restrictions

approvedByUser

string

User id for user who approved this approver job.

Maximum length: 36

assigneeCompletedDate

string(date-time)

The date and time the task moved into “awaiting approval” status.

awaitingApprovalEventUser

string

The user id of the user who caused the task to move into “awaiting approval” status.

completedDate

string(date-time)

The date and time the task associated with this action was approved, completed or cancelled.

created

Action

When the action was performed, and details about the user who did it

permalink

string

A stable URL that links to the created task.

sourceUrl

string

The URL of a wDesk resource that is associated with this task.

status

string

The status of the task associated with this action.

task

string

The id of the created task associated with this action.

taskCancelled

boolean

Whether the associated task with this action has been canceled.

required

Example#

{
  "approvedByUser": "userId2342",
  "cancelCleanupComplete": false,
  "newApproverModifyEmailSent": false,
  "newAssigneeModifyEmailSent": false,
  "previousApproverModifyEmailSent": false,
  "previousAssigneeModifyEmailSent": false,
  "taskCancelled": false,
  "taskCancelledNotificationSent": false,
  "taskModificationComplete": false
}

ProcessCertificationArguments#

Input for certification actions.

Properties#

Name

Type

Description

Restrictions

approverScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

approversDueDate

string(date)

The due date for approvers to complete their approval tasks. This applies to all approval steps that occur
after signing steps in the certification workflow.

assigneeScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

assigneesDueDate

string(date)

The due date for signers (assignees) to complete their portion of the certification. This applies to all
signing steps in the certification workflow.

instructions

string

Detailed instructions for participants explaining what needs to be certified and any specific guidance
for completing the certification.

Maximum length: 2000, Minimum length: 0

notificationSignerMessage

string

Custom message body for email notifications sent to signers. If not provided, a default message will be used.

Maximum length: 5000, Minimum length: 0

notificationSignerSubject

string

Custom subject line for email notifications sent to signers. If not provided, a default subject will be used.

Maximum length: 1000, Minimum length: 0

sourceLetter

string

The id of the source letter template to use for this certification. This letter contains the questions and
structure that signers will respond to during the certification process.

Maximum length: 32, Minimum length: 0

steps

[ProcessCertificationStep]

The certification steps that define the workflow. Each step contains participants who will either sign or
approve the certification. Steps are executed in the order they are defined.

title

string

The title of the certification that will be displayed to participants.

Maximum length: 500, Minimum length: 0

Example#

{
  "sourceLetter": "letter-template-789abc",
  "steps": [
    {
      "completionMode": "all",
      "participants": [
        {
          "id": "signer123",
          "type": "user"
        }
      ],
      "type": "signer"
    }
  ],
  "title": "Q4 2024 Certification"
}

ProcessCertificationConditionalApproverActionMetadata#

Read-only metadata for the certification generated conditional approver action.

Properties#

Name

Type

Description

Restrictions

approvedByUser

string¦null

The id of the user who approved this conditional approver step allowing the certification to be signed.

Maximum length: 36

assigneeCompletedDate

string(date-time)

The date and time the task moved into “awaiting approval” status.

awaitingApprovalEventUser

string

The user id of the user who caused the task to move into “awaiting approval” status.

completedDate

string(date-time)

The date and time the task associated with this action was approved, completed or cancelled.

conditionalApprover

ProcessParticipant

A participant, currently only users allowed.

created

Action

When the action was performed, and details about the user who did it

effectiveStatus

string

Translates “Created” status into “Awaiting Approval”.

permalink

string

A stable URL that links to the created task.

sourceUrl

string

The URL of a wDesk resource that is associated with this task.

status

string

The status of the task associated with this action.

task

string

The id of the created task associated with this action.

taskCancelled

boolean

Whether the associated task with this action has been canceled.

required

Example#

{
  "cancelCleanupComplete": false,
  "conditionalApprover": {
    "id": "user2342",
    "type": "user"
  },
  "newApproverModifyEmailSent": false,
  "newAssigneeModifyEmailSent": false,
  "previousApproverModifyEmailSent": false,
  "previousAssigneeModifyEmailSent": false,
  "taskCancelled": false,
  "taskCancelledNotificationSent": false,
  "taskModificationComplete": false
}

ProcessCertificationGeneratorActionMetadata#

Read-only metadata for a Certification action.

Properties#

Name

Type

Description

Restrictions

finalLetterSubmission

string

The id of the final letter submission. All the signers submitted responses for a certification get stored
in a final letter submission. While individuals are working on their own submission, that is their own
personal letter submission until they decide to submit it, at which time their answers get stored into the final
letter submission.

Maximum length: 32

letterInstance

string

The id of the certification letter instance associated with this certification action.
The letter instance, is the instantiation of the source letter chosen for this certification.
Many certifications can share the same source letter, but each certification gets their own
letter instance which stores their responses and status.

Maximum length: 32

Example#

{
  "finalLetterSubmission": "finalLetterSubmissionId32342",
  "letterInstance": "letterInstanceId23423"
}

ProcessCertificationSignerActionMetadata#

Read-only metadata about an individual certification signer action.

Properties#

Name

Type

Description

Restrictions

assigneeCompletedDate

string(date-time)

The date and time the task moved into “awaiting approval” status.

awaitingApprovalEventUser

string

The user id of the user who caused the task to move into “awaiting approval” status.

completedDate

string(date-time)

The date and time the task associated with this action was approved, completed or cancelled.

created

Action

When the action was performed, and details about the user who did it

markAsSignedExplanationNote

string¦null

If this certification signer action was “marked as signed” meaning someone signed on behalf of the actual
assignee, this will contain the certification note id that links to that signer’s explanation as to why they
marked this certification signed for another user.

permalink

string

A stable URL that links to the created task.

signature

string¦null

What the user who signed this certification signed as.

signerUser

string¦null

User id for user that signed this signer action.

sourceUrl

string

The URL of a wDesk resource that is associated with this task.

status

string

The status of the task associated with this action.

task

string

The id of the created task associated with this action.

taskCancelled

boolean

Whether the associated task with this action has been canceled.

required

Example#

{
  "cancelCleanupComplete": false,
  "markAsSignedExplanationNote": "explanationNoteId",
  "newApproverModifyEmailSent": false,
  "newAssigneeModifyEmailSent": false,
  "previousApproverModifyEmailSent": false,
  "previousAssigneeModifyEmailSent": false,
  "signature": "John Signer",
  "signerUser": "signerUserId",
  "taskCancelled": false,
  "taskCancelledNotificationSent": false,
  "taskModificationComplete": false
}

ProcessCertificationStep#

A single step in a certification workflow that defines who needs to participate and how the step should be completed. Steps are executed in sequence according to their order in the certification.

Properties#

Name

Type

Description

Restrictions

completionMode

string

The completion mode that determines how many participants need to complete the step for it to be considered
done. For example, all participants, or a single participant.

participants

[ProcessParticipant]

List of participants who are responsible for completing this certification step.
The participants will either sign or approve depending on the step type.

type

string

The type of certification step, which determines the action participants need to take.
Can be either ‘signer’ or ‘approver’.

Enumerated Values#

Property

Value

completionMode

one

completionMode

all

type

approver

type

signer

Example#

{
  "completionMode": "all",
  "participants": [
    {
      "id": "user123",
      "type": "user"
    }
  ],
  "type": "signer"
}

ProcessContentRequestArguments#

Input for contentRequest actions.

Properties#

Name

Type

Description

Restrictions

approver

ProcessParticipant

A participant, currently only users allowed.

approverDueDate

string(date)

The due date by which the approver must review and approve the content. This applies after the
assignee has completed their portion.

approverScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

assignee

ProcessParticipant

A participant, currently only users allowed.

assigneeScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

document

string

The document id where the content is being requested. The assignee will receive edit permissions
to this document to provide the requested content.

dueDate

string(date)

The due date by which the assignee must provide the requested content. This is when the assignee’s
task portion should be completed.

instructions

string

Detailed instructions explaining what content is being requested and any specific guidance
for completing the request.

section

string

The specific section id within the document where content is being requested. If provided,
permissions will be scoped to this section. If not provided, permissions apply to the entire document.

title

string

The title of the content request that will be displayed to the assignee and approver.

Example#

{
  "approver": {
    "id": "manager456",
    "type": "user"
  },
  "assignee": {
    "id": "user123",
    "type": "user"
  },
  "document": "doc789",
  "dueDate": "2024-12-15",
  "title": "Review financial statement"
}

ProcessContentRequestMetadata#

Read-only metadata about a “content request” action.

Properties#

Name

Type

Description

Restrictions

assigneeCompletedDate

string(date-time)

The date and time the task moved into “awaiting approval” status.

awaitingApprovalEventUser

string

The user id of the user who caused the task to move into “awaiting approval” status.

completedDate

string(date-time)

The date and time the task associated with this action was approved, completed or cancelled.

created

Action

When the action was performed, and details about the user who did it

permalink

string

A stable URL that links to the created task.

sourceUrl

string

The URL of a wDesk resource that is associated with this task.

status

string

The status of the task associated with this action.

task

string

The id of the created task associated with this action.

taskCancelled

boolean

Whether the associated task with this action has been canceled.

required

Example#

{
  "cancelCleanupComplete": false,
  "newApproverModifyEmailSent": false,
  "newAssigneeModifyEmailSent": false,
  "permalink": "https://app.wdesk.com/tasks/task-456",
  "previousApproverModifyEmailSent": false,
  "previousAssigneeModifyEmailSent": false,
  "status": "waiting",
  "task": "task-456",
  "taskCancelled": false,
  "taskCancelledNotificationSent": false,
  "taskModificationComplete": false
}

ProcessGroup#

Group of Jobs and other Groups in a Process.

Properties#

Name

Type

Description

Restrictions

children

[ProcessGroupChild]

The children of this group. Children can be a job or another group.

created

Action

When the action was performed, and details about the user who did it

dueDate

string(date)

The due date of the group.

id

string

The Group’s unique identifier

modified

Action

When the action was performed, and details about the user who did it

name

string

The display name of this Group. On the root Group, this serves as the label for the top-level workflow container and is distinct from the Process-level name field.

ordinal

integer(int32)

The zero-based index representing the location of this group within its parent group

read-only

parallel

boolean

If true, execute jobs in this group in parallel. If false, serial.

required

parent

string¦null

The id of this child’s parent. Not present if the parent is the root group of the Process.

readOnly

boolean

Whether this Group is read-only.

required

revision

integer(int64)

The revision number of the current representation of the Group

read-only

triggerType

string

What triggers a group child to execute.

Enumerated Values#

Property

Value

triggerType

whenEligible

triggerType

manual

Example#

{
  "id": "root-group-123",
  "name": "Main Workflow",
  "parallel": false,
  "readOnly": false,
  "triggerType": "whenEligible"
}

ProcessGroupChild#

Represents a child element within a Group in a process definition (build-time). A group child can be either a Job or another nested Group, creating a hierarchical structure for organizing work. The type field determines which specific child type is present.

Properties#

Name

Type

Description

Restrictions

group

ProcessGroup

Group of Jobs and other Groups in a Process.

job

ProcessJob

A build-time representation of work to be done.
The type of action the Job is dictates the type of arguments passed to it.
The arguments represent the input to the Job, describing the work to be done.
A Job can be built incrementally and only at the time it is attempted to be started,
or a call to the Process’ health-check endpoint will it and its arguments be validated.

type

string

The type of group child.
The corresponding job or group details will be provided below.

required

Enumerated Values#

Property

Value

type

group

type

job

Example#

{
  "job": {
    "id": "job-123",
    "triggerType": "whenEligible"
  },
  "type": "job"
}

ProcessGroupNameUpdate#

A request to update a Group’s name.

Properties#

Name

Type

Description

Restrictions

id

string

The id of the group whose name will be updated.

required, Minimum length: 1

newName

string

The new name for our group.

required, Minimum length: 1

Example#

{
  "id": "groupId2342342",
  "newName": "new group name"
}

ProcessGroupRun#

A run-time grouping of JobRuns and other GroupRuns.

Properties#

Name

Type

Description

Restrictions

active

boolean¦null

If present, indicates whether new and existing JobRuns in this GroupRun will be run.

children

[ProcessGroupRunChild]

The children of this GroupRun. Children can be a JobRun or another GroupRun.

childrenEligibleToStartCount

integer(int32)¦null

If present, indicates the number of children under this group that are eligible to start.

created

Action

When the action was performed, and details about the user who did it

eligibleToStart

boolean¦null

If present, indicates whether Start can be called on this GroupRun.

id

string

The GroupRun’s unique identifier

modified

Action

When the action was performed, and details about the user who did it

name

string

The display name of this GroupRun. On the root GroupRun, this serves as the label for the top-level workflow container and is distinct from the ProcessRun-level name field.

ordinal

integer(int32)

The zero-based index representing the location of this child within its parent group

read-only

parallel

boolean

If true, JobRuns within this GroupRun are run in parallel. If false, serial.

required

parent

string¦null

The id of this child’s parent. Not present if the parent is the root GroupRun of the ProcessRun.

readOnly

boolean

Whether this GroupRun is read-only.

required

revision

integer(int64)

The revision number of the current representation of the GroupRun.

status

string

The general execution status of the JobRun. The same set of statuses apply to all
JobRuns. For action specific statuses see a JobRun’s action status.

statusCounts

object

Convenience map of JobRun statuses to the number of JobRuns with that status.

statusCounts.additionalProperties

integer(int64)

Convenience map of JobRun statuses to the number of JobRuns with that status.

triggerType

string¦null

What triggers a group child to execute.

Enumerated Values#

Property

Value

status

waiting

status

running

status

cancelling

status

complete

status

cancelled

status

error

status

errorHold

triggerType

whenEligible

triggerType

manual

Example#

{
  "id": "root-group-123",
  "name": "Main Workflow Run",
  "parallel": false,
  "readOnly": false,
  "status": "running"
}

ProcessGroupRunChild#

Represents a child element within a GroupRun in a running process (runtime). A “group run” child can be either a JobRun or another nested GroupRun, reflecting the hierarchical structure of work execution. The type field determines which specific child type is present.

Properties#

Name

Type

Description

Restrictions

groupRun

ProcessGroupRun

A run-time grouping of JobRuns and other GroupRuns.

jobRun

ProcessJobRun

An instantiation of a Job created when a Process is started or when a new action is added to a running Process.
An action’s implementation can be carried out by multiple JobRuns that make up a single action’s
implementation. A JobRun’s action type is dictated by the type of “arguments” that are passed to it. The
arguments are action specific.

type

string

The type of GroupRun child.
The corresponding JobRun or GroupRun details will be provided below.

Enumerated Values#

Property

Value

type

group

type

job

Example#

{
  "jobRun": {
    "id": "jobinstance-123",
    "status": "waiting"
  },
  "type": "job"
}

ProcessJob#

A build-time representation of work to be done. The type of action the Job is dictates the type of arguments passed to it. The arguments represent the input to the Job, describing the work to be done. A Job can be built incrementally and only at the time it is attempted to be started, or a call to the Process’ health-check endpoint will it and its arguments be validated.

Properties#

Name

Type

Description

Restrictions

action

string

The type of action the Job is performing.
Dictates the type of arguments need to be passed to the Job.

arguments

ProcessActionArguments

Container for action-specific arguments for a Job.
The type field indicates which specific arguments field contains the data.
Only one of the argument fields will be populated based on the action type.

created

Action

When the action was performed, and details about the user who did it

generated

ProcessGroup

Group of Jobs and other Groups in a Process.

id

string

The Job’s unique identifier

modified

Action

When the action was performed, and details about the user who did it

ordinal

integer(int32)

The zero-based index representing the location of this Job within its parent group

read-only

parent

string¦null

The id of this Job’s parent. Not present if the parent is the root group of the Process.

readOnly

boolean

Whether this Job is read-only.

read-only

revision

integer(int64)

The revision number of the current representation of the Job

read-only

tags

[ProcessTagLink]

The tag link, category, and value information associated with this Job.

read-only, unique

triggerType

string¦null

What triggers a group child to execute.

Enumerated Values#

Property

Value

action

sendTask

action

contentRequest

action

certificationApproverGenerated

action

certificationSignerGenerated

action

certificationConditionalApproverGenerated

action

certificationPhaseFinalizerGenerated

action

certification

triggerType

whenEligible

triggerType

manual

Example#

{
  "arguments": {
    "sendTaskArgs": {
      "title": "Complete audit review"
    },
    "type": "sendTask"
  },
  "id": "job-xyz789",
  "triggerType": "manual"
}

ProcessJobNameUpdate#

A request to update a Job’s name.

Properties#

Name

Type

Description

Restrictions

id

string

The id of the job whose name will be updated.

required, Minimum length: 1

newName

string

The new name for the targeted job.

required, Minimum length: 1

Example#

{
  "id": "jobId2342342",
  "newName": "new job name"
}

ProcessJobRun#

An instantiation of a Job created when a Process is started or when a new action is added to a running Process. An action’s implementation can be carried out by multiple JobRuns that make up a single action’s implementation. A JobRun’s action type is dictated by the type of “arguments” that are passed to it. The arguments are action specific.

Properties#

Name

Type

Description

Restrictions

action

string

The type of action the Job is performing.
Dictates the type of arguments need to be passed to the Job.

actionStatus

string

An action specific status. Actions can define their own set of statuses that vary from the more general
orchestration status contained by the “status” field.

arguments

ProcessActionArguments

Container for action-specific arguments for a Job.
The type field indicates which specific arguments field contains the data.
Only one of the argument fields will be populated based on the action type.

certExceptionResponseSelected

boolean

(Certifications only), If present, indicates whether an exceptional response has been selected for a question in
the job.

certExplanationPresent

boolean

(Certifications only), If present, indicates whether an explanational is present for a question in the job.

created

Action

When the action was performed, and details about the user who did it

eligibleToStart

boolean¦null

If present, indicates whether start can be called on this JobRun.

errorCode

string¦null

An error code, representing the reason why a JobRun was moved into ERROR or ERROR_HOLD state.

generated

ProcessGroupRun

A run-time grouping of JobRuns and other GroupRuns.

id

string

The JobRun’s unique identifier.

job

string¦null

The id of the Process Job this JobRun was created from.

lastReminder

ProcessLastReminder

Information about the most recent reminder that was sent for a task.
Contains the timestamp of when the reminder was sent and the role of the recipient who received it.

metadata

ProcessActionMetadata

Read-only action specific metadata associated with a JobRun.

modified

Action

When the action was performed, and details about the user who did it

nextReminder

ProcessNextReminder

Information about the next scheduled reminder for a task.
Contains the date when the next reminder will be sent and the role of the recipient who will receive it.

ordinal

integer(int32)

The zero-based index representing the location of this JobRun within its parent Group

parent

string¦null

The id of this JobRun’s parent. Not present if the parent is the root group of the Process.

readOnly

boolean

Whether this JobRun is read-only.

revision

integer(int64)

The revision number of the current representation of the JobRun.

runStarted

string(date-time)¦null

The time when this JobRun was started

status

string

The general execution status of the JobRun. The same set of statuses apply to all
JobRuns. For action specific statuses see a JobRun’s action status.

tags

[ProcessTagLink]

The tag link, category, and value information associated with this Job.

unique

triggerType

string¦null

What triggers a group child to execute.

Enumerated Values#

Property

Value

action

sendTask

action

contentRequest

action

certificationApproverGenerated

action

certificationSignerGenerated

action

certificationConditionalApproverGenerated

action

certificationPhaseFinalizerGenerated

action

certification

status

waiting

status

running

status

cancelling

status

complete

status

cancelled

status

error

status

errorHold

triggerType

whenEligible

triggerType

manual

Example#

{
  "job-instance-1": {
    "id": "job-instance-1",
    "status": "complete"
  },
  "job-instance-2": {
    "id": "job-instance-2",
    "status": "running"
  }
}

ProcessLastReminder#

Information about the most recent reminder that was sent for a task. Contains the timestamp of when the reminder was sent and the role of the recipient who received it.

Properties#

Name

Type

Description

Restrictions

recipientRole

string

The role of the recipient for reminder notifications.

sent

string(date-time)

Timestamp of when the last reminder was sent.

Enumerated Values#

Property

Value

recipientRole

assignee

recipientRole

approver

Example#

{
  "recipientRole": "approver",
  "sent": "2024-01-14T09:00:00Z"
}

ProcessNextReminder#

Information about the next scheduled reminder for a task. Contains the date when the next reminder will be sent and the role of the recipient who will receive it.

Properties#

Name

Type

Description

Restrictions

date

string(date)

Date that the next reminder will be sent.

recipientRole

string

The role of the recipient for reminder notifications.

Enumerated Values#

Property

Value

recipientRole

assignee

recipientRole

approver

Example#

{
  "date": "2024-03-28",
  "recipientRole": "assignee"
}

ProcessParticipant#

A participant, currently only users allowed.

Properties#

Name

Type

Description

Restrictions

id

string

The unique identifier of the participant. For user participants, this is the user id.

required, Maximum length: 36, Minimum length: 1

type

string

The type of participant.

required

Enumerated Values#

Property

Value

type

user

Example#

{
  "id": "userId1231231",
  "type": "user"
}

ProcessReminderConfig#

A single reminder configuration pairing a schedule (when to send) with notification details (subject and body content) for reminder emails.

Properties#

Name

Type

Description

Restrictions

reminder

ProcessReminderNotificationData

The notification content for a reminder email.
Defines the subject line and body text that will be included in reminder emails sent to task participants.

schedule

ProcessReminderSchedule

The type specified dictates which corresponding ReminderSchedule sibling field will be populated.

Example#

{
  "reminder": {
    "body": "Please complete your assigned task by the due date.",
    "subject": "Reminder: Task due soon"
  },
  "schedule": {
    "relativeSchedule": {
      "offsets": [
        "P1D",
        "P3D"
      ],
      "time": "09:00:00",
      "timezone": "America/New_York"
    },
    "type": "relative"
  }
}

ProcessReminderData#

Configuration for reminder emails that will be sent to participants about incomplete tasks. Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

Properties#

Name

Type

Description

Restrictions

mode

string

The mode that determines which reminder strategy to use for sending task reminder emails.

scheduledReminders

[ProcessReminderConfig]¦null

List of custom reminder configurations defining when and how reminder emails should be sent.
Only used when mode is set to custom. Each configuration specifies a schedule and notification details.

Minimum items: 0, Maximum items: 3

Enumerated Values#

Property

Value

mode

none

mode

custom

mode

default

mode

processDefault

Example#

{
  "mode": "default"
}

ProcessReminderDateRange#

Defines a date range for sending reminders with optional day-of-week filtering. Specifies when reminders should start and stop being sent, and optionally restricts reminders to specific days of the week within that range.

Properties#

Name

Type

Description

Restrictions

days

[string]¦null

Days of the week between the start and end date range that reminder will be sent.

unique

end

string(date)

Reminders will stop being sent after this date.

required

start

string(date)

Start date (inclusive) that reminders will start being sent.

required

Example#

{
  "days": [
    "monday",
    "wednesday",
    "friday"
  ],
  "end": "2024-01-31",
  "start": "2024-01-15"
}

ProcessReminderNotificationData#

The notification content for a reminder email. Defines the subject line and body text that will be included in reminder emails sent to task participants.

Properties#

Name

Type

Description

Restrictions

body

string

The body content for the reminder email.
This is the main message text that provides details about the task and what action is needed.

required, Maximum length: 5000, Minimum length: 0

subject

string

The subject line for the reminder email.
This appears in the email subject and should clearly indicate the purpose of the reminder.
A required field.

required, Maximum length: 1000, Minimum length: 0

Example#

{
  "body": "Please complete your assigned task by the due date.",
  "subject": "Reminder: Task due soon"
}

ProcessReminderRelativeRange#

ISO-8601 duration relative to a due date for when a reminder will start and stop being sent as long as the associated task is “incomplete”.

Properties#

Name

Type

Description

Restrictions

end

string

The ISO 8601 duration (relative to the due date) to stop sending reminders

start

string

The ISO 8601 duration (relative to the due date) to start sending a reminder

Example#

{
  "end": "P0D",
  "start": "-P3D"
}

ProcessReminderSchedule#

The type specified dictates which corresponding ReminderSchedule sibling field will be populated.

Properties#

Name

Type

Description

Restrictions

absoluteSchedule

ProcessReminderScheduleAbsolute

Reminder schedule that sends reminders on specific absolute dates at a configured time.
Defines an exact set of dates when reminders should be sent, along with the time and timezone
for sending. Useful for scheduling reminders on predetermined calendar dates.

rangeSchedule

ProcessReminderScheduleRange

Reminder schedule that configures reminders be sent from a start to an end date while the associated
work remains incomplete.

relativeRangeSchedule

ProcessReminderScheduleRelativeRange

Reminder schedule that sends reminders throughout a range relative to the associated due date at the
specified time while the associated task is incomplete.

relativeSchedule

ProcessReminderScheduleRelative

Reminder schedule that sends reminders relative to the associated due date based on provided offsets which
are ISO-8601 durations that must be evenly divisible by a day.

type

string

Indicates the type of reminder schedule being used in the ReminderSchedule payload.

required

Enumerated Values#

Property

Value

type

relativeRange

type

absolute

type

range

type

relative

Example#

{
  "relativeSchedule": {
    "offsets": [
      "P1D",
      "P3D"
    ],
    "time": "09:00:00",
    "timezone": "America/New_York"
  },
  "type": "relative"
}

ProcessReminderScheduleAbsolute#

Reminder schedule that sends reminders on specific absolute dates at a configured time. Defines an exact set of dates when reminders should be sent, along with the time and timezone for sending. Useful for scheduling reminders on predetermined calendar dates.

Properties#

Name

Type

Description

Restrictions

dates

[string]

Specific dates on which reminders will be sent at the configured time in the specified timezone.
At least one date must be provided.

required, Minimum items: 1, unique

time

string

Time in the specified timezone that reminders will be sent each day.

timezone

string

Timezone for the time specified that reminders will be sent out each day.

Example#

{
  "dates": [
    "2024-12-10",
    "2024-12-13",
    "2024-12-14"
  ],
  "time": "09:00:00",
  "timezone": "America/New_York"
}

ProcessReminderScheduleRange#

Reminder schedule that configures reminders be sent from a start to an end date while the associated work remains incomplete.

Properties#

Name

Type

Description

Restrictions

range

ProcessReminderDateRange

Defines a date range for sending reminders with optional day-of-week filtering.
Specifies when reminders should start and stop being sent, and optionally restricts
reminders to specific days of the week within that range.

required

time

string

Time in the specified timezone that reminders will be sent each day.

required

timezone

string

Timezone for the time specified that reminders will be sent out each day.
If not specified defaults to UTC.

Example#

{
  "range": {
    "days": [
      "monday",
      "wednesday",
      "friday"
    ],
    "end": "2024-01-31",
    "start": "2024-01-15"
  },
  "time": "09:00:00",
  "timezone": "America/New_York"
}

ProcessReminderScheduleRelative#

Reminder schedule that sends reminders relative to the associated due date based on provided offsets which are ISO-8601 durations that must be evenly divisible by a day.

Properties#

Name

Type

Description

Restrictions

offsets

[string]

Offsets from the associated due date that a reminder will be sent.
Duration amount specified must be evenly divisible by days.

required, Minimum items: 1, unique

time

string

Time in the specified timezone that reminders will be sent each day.

required

timezone

string

Timezone for the time specified that reminders will be sent out each day.
If not specified defaults to UTC.

Example#

{
  "offsets": [
    "-P3D",
    "-P1D",
    "P0D"
  ],
  "time": "09:00:00",
  "timezone": "America/New_York"
}

ProcessReminderScheduleRelativeRange#

Reminder schedule that sends reminders throughout a range relative to the associated due date at the specified time while the associated task is incomplete.

Properties#

Name

Type

Description

Restrictions

relativeRange

ProcessReminderRelativeRange

ISO-8601 duration relative to a due date for when a reminder will start and stop being sent as long as the
associated task is “incomplete”.

time

string

Time in the specified timezone that reminders will be sent each day.

timezone

string

Timezone for the time specified that reminders will be sent out each day.

Example#

{
  "relativeRange": {
    "end": "P0D",
    "start": "-P3D"
  },
  "time": "17:33:00",
  "timezone": "UTC"
}

ProcessRun#

A Process that has been started. An instantiation of a Process.

Properties#

Name

Type

Description

Restrictions

autoClose

boolean

If this process is configured to automatically close once all actions are completed or canceled.

read-only, required

businessDateExclusions

[string]

Individual dates that are excluded as business days of this ProcessRun.
Impacts relative date calculations.

read-only, unique

businessDateInclusions

[string]

Individual dates that are included as business days of this ProcessRun, regardless of exclusion rules.

read-only, unique

businessDaysOfWeek

[string]

The days of the week that are deemed “working days” for this ProcessRun.
Impacts relative date calculations.

read-only, unique

businessEndDate

string(date)

The end date of the business calendar window for this ProcessRun. Used with businessStartDate to define the period for relative date calculations.

read-only

businessStartDate

string(date)

The start date of the business calendar window for this ProcessRun, used as the anchor for relative date calculations.

read-only

calendars

[string]

A set of calendar ids associated with this ProcessRun. The events of these calendars are displayed in
calendar ux components in Processes.

read-only, unique

certAutoApprove

boolean

If certification auto approval is turned on for certification actions on this process.

read-only, required

completedDate

string(date-time)

When the ProcessRun was completed.

read-only

created

Action

When the action was performed, and details about the user who did it

defaultCertApproverReminders

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

defaultCertSignerReminders

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

dueDate

string(date)

The overall deadline for the ProcessRun. This is the process-level due date, independent of the business calendar window defined by businessStartDate and businessEndDate.

read-only

id

string

The Process’ unique identifier.

read-only

jobRunMap

object

Convenience map of JobRun id to JobRun.

read-only

jobRunMap.additionalProperties

ProcessJobRun

An instantiation of a Job created when a Process is started or when a new action is added to a running Process.
An action’s implementation can be carried out by multiple JobRuns that make up a single action’s
implementation. A JobRun’s action type is dictated by the type of “arguments” that are passed to it. The
arguments are action specific.

managerUser

string

The userId of the user this ProcessRun runs as.

read-only

modified

Action

When the action was performed, and details about the user who did it

name

string

The name of the ProcessRun.

read-only

process

string

The Process id that was started that created this ProcessRun.

read-only

relativeDates

boolean

If relative dates are enabled for this process. Enables automatic shifting of dates based on the
ProcessRun start date and business days configuration.

read-only, required

revision

integer(int64)

The revision number of the current representation of the Process

read-only

root

ProcessGroupRun

A run-time grouping of JobRuns and other GroupRuns.

status

string

The general execution status of the JobRun. The same set of statuses apply to all
JobRuns. For action specific statuses see a JobRun’s action status.

read-only

statusCounts

object

Convenience map of JobRun action statuses to the number of JobRuns with that status.

read-only

statusCounts.additionalProperties

integer(int64)

Convenience map of JobRun action statuses to the number of JobRuns with that status.

Enumerated Values#

Property

Value

status

waiting

status

running

status

cancelling

status

complete

status

cancelled

status

error

status

errorHold

Example#

{
  "autoClose": true,
  "businessDateExclusions": [
    "2024-12-25",
    "2024-01-01"
  ],
  "businessDateInclusions": [
    "2024-12-28"
  ],
  "businessDaysOfWeek": [
    "monday",
    "tuesday",
    "wednesday",
    "thursday",
    "friday"
  ],
  "businessEndDate": "2024-12-31",
  "businessStartDate": "2024-01-01",
  "calendars": [
    "calendar-123",
    "calendar-456"
  ],
  "certAutoApprove": true,
  "completedDate": "2024-12-30T18:30:00Z",
  "created": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "defaultCertApproverReminders": {
    "mode": "default"
  },
  "defaultCertSignerReminders": {
    "mode": "default"
  },
  "dueDate": "2024-12-31",
  "id": "processinstance-xyz789",
  "jobRunMap": {
    "job-instance-1": {
      "id": "job-instance-1",
      "status": "complete"
    },
    "job-instance-2": {
      "id": "job-instance-2",
      "status": "running"
    }
  },
  "managerUser": "manager123",
  "modified": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "name": "Q4 2024 Financial Close",
  "process": "process-abc123",
  "relativeDates": false,
  "revision": 5,
  "root": {
    "id": "root-group-123",
    "name": "Main Workflow Run",
    "parallel": false,
    "readOnly": false,
    "status": "running"
  },
  "status": "running",
  "statusCounts": {
    "Completed": 5,
    "Running": 3,
    "Waiting": 2
  }
}

ProcessRunOptions#

Options that can change details about the execution of the Process, including whether or not to send an email notification to the ProcessRun creator upon the completion or cancellation of the Process.

Properties#

Name

Type

Description

Restrictions

sendProcessCompleteEmail

boolean

If true (the default value), then when the Process is completed or cancelled an email notification is sent to the
user who started the Process.

Example#

{
  "sendProcessCompleteEmail": false
}

ProcessRunSummary#

A lightweight summary of a ProcessRun. Does not include the job tree or jobRunMap.

Properties#

Name

Type

Description

Restrictions

completedDate

string(date-time)¦null

When the ProcessRun was completed.

read-only

created

Action

When the action was performed, and details about the user who did it

dueDate

string(date)¦null

When the ProcessRun is due.

read-only

id

string

The ProcessRun’s unique identifier.

read-only

managerUser

string

The userId of the user this ProcessRun runs as.

read-only

modified

Action

When the action was performed, and details about the user who did it

name

string

The name of the ProcessRun.

read-only

process

string

The Process id that was started that created this ProcessRun.

read-only

status

string

The general execution status of the JobRun. The same set of statuses apply to all
JobRuns. For action specific statuses see a JobRun’s action status.

read-only

statusCounts

object¦null

Convenience map of JobRun action statuses to the number of JobRuns with that status. Only populated on individual process retrieval, null on list endpoints.

read-only

statusCounts.additionalProperties

integer(int64)¦null

Enumerated Values#

Property

Value

status

waiting

status

running

status

cancelling

status

complete

status

cancelled

status

error

status

errorHold

Example#

{
  "completedDate": "2024-12-30T18:30:00Z",
  "created": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "dueDate": "2024-12-31",
  "id": "a1b2c3d4e5f6789012345678",
  "managerUser": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD",
  "modified": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "name": "Q4 2024 Financial Close Process",
  "process": "e7b9920095e342889190b4d7eaeca6fa",
  "status": "running",
  "statusCounts": {
    "Completed": 5,
    "Running": 3,
    "Waiting": 2
  }
}

ProcessSendTaskArguments#

Input for sendTask actions.

Properties#

Name

Type

Description

Restrictions

approver

ProcessParticipant

A participant, currently only users allowed.

approverDueDate

string(date)¦null

The date when the approver’s review and approval is due.
This is typically set after the assignee’s due date to allow time for approval after completion.

approverScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

assignee

ProcessParticipant

A participant, currently only users allowed.

assigneeScheduledReminderData

ProcessReminderData

Configuration for reminder emails that will be sent to participants about incomplete tasks.
Supports multiple reminder modes including system defaults, process defaults, custom schedules, or no reminders.

document

string¦null

The id of the wDesk document associated with this task.
This document is where the task work should be performed or reviewed.

dueDate

string(date)¦null

The date when the assignee’s portion of the task is due.
The assignee is expected to complete their work by this deadline.

instructions

string¦null

Detailed instructions for the task assignee describing what work needs to be completed.
This field is optional and can provide additional context beyond the title.

Maximum length: 2000, Minimum length: 0

section

string¦null

The id of the specific section within the document where the task work should be focused.
This field is optional and helps direct the assignee and approver to the relevant part of the document.
If a value for the section field is provided, a value for document field must also be provided.

title

string¦null

The title of the task that will be displayed to both the assignee and approver.
This should be a concise summary of what needs to be done.
A value for this field is required before an action with these arguments can be started.

Example#

{
  "approver": {
    "id": "manager456",
    "type": "user"
  },
  "assignee": {
    "id": "user123",
    "type": "user"
  },
  "document": "doc789",
  "dueDate": "2024-12-15",
  "title": "Complete risk assessment"
}

ProcessSendTaskMetadata#

Read-only metadata about a “send task” action.

Properties#

Name

Type

Description

Restrictions

assigneeCompletedDate

string(date-time)

The date and time the task moved into “awaiting approval” status.

awaitingApprovalEventUser

string

The user id of the user who caused the task to move into “awaiting approval” status.

completedDate

string(date-time)

The date and time the task associated with this action was approved, completed or cancelled.

created

Action

When the action was performed, and details about the user who did it

permalink

string

A stable URL that links to the created task.

sourceUrl

string

The URL of a wDesk resource that is associated with this task.

status

string

The status of the task associated with this action.

task

string

The id of the created task associated with this action.

taskCancelled

boolean

Whether the associated task with this action has been canceled.

required

Example#

{
  "cancelCleanupComplete": false,
  "newApproverModifyEmailSent": false,
  "newAssigneeModifyEmailSent": false,
  "permalink": "https://app.wdesk.com/tasks/task-456",
  "previousApproverModifyEmailSent": false,
  "previousAssigneeModifyEmailSent": false,
  "status": "waiting",
  "task": "task-456",
  "taskCancelled": false,
  "taskCancelledNotificationSent": false,
  "taskModificationComplete": false
}

ProcessSummary#

A lightweight summary of a Process with its associated run. Does not include the job tree or detailed configuration fields.

Properties#

Name

Type

Description

Restrictions

autoClose

boolean

If this process is configured to automatically close once all actions are completed or canceled.

read-only, required

certAutoApprove

boolean

If certification auto approval is turned on for certification actions on this process.

read-only, required

created

Action

When the action was performed, and details about the user who did it

dueDate

string(date)¦null

When the Process is due.

read-only

id

string

The Process’ unique identifier.

read-only, Maximum length: 32, Minimum length: 1

modified

Action

When the action was performed, and details about the user who did it

name

string

The name of the Process.

read-only

processTemplate

string¦null

The id of the ProcessTemplate that this Process was created from.

read-only

relativeDates

boolean

If relative dates are enabled for this process. Only populated on individual process retrieval, defaults to false on list endpoints.

read-only, required

revision

integer(int64)

The revision number of the current representation of the Process.

read-only

run

ProcessRunSummary

A lightweight summary of a ProcessRun. Does not include the job tree or jobRunMap.

sourceProcessRun

string¦null

The id of ProcessRun that this Process was copied from.

read-only

Example#

{
  "autoClose": true,
  "certAutoApprove": true,
  "created": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "dueDate": "2026-01-01",
  "id": "e7b9920095e342889190b4d7eaeca6fa",
  "modified": {
    "dateTime": "2019-10-30T15:03:27Z",
    "user": {
      "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
    }
  },
  "name": "Q4 2024 Financial Close Process",
  "processTemplate": "9e20a5aeaaf84d5ba676233938ac4222",
  "relativeDates": false,
  "revision": 3,
  "run": {
    "completedDate": "2024-12-30T18:30:00Z",
    "created": {
      "dateTime": "2019-10-30T15:03:27Z",
      "user": {
        "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
      }
    },
    "dueDate": "2024-12-31",
    "id": "a1b2c3d4e5f6789012345678",
    "managerUser": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD",
    "modified": {
      "dateTime": "2019-10-30T15:03:27Z",
      "user": {
        "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
      }
    },
    "name": "Q4 2024 Financial Close Process",
    "process": "e7b9920095e342889190b4d7eaeca6fa",
    "status": "running",
    "statusCounts": {
      "Completed": 5,
      "Running": 3,
      "Waiting": 2
    }
  },
  "sourceProcessRun": "9e20a5aeaaf84d5ba676233938ac4222"
}

ProcessTagCategory#

Tag category. Organizes a collection of tags.

Properties#

Name

Type

Description

Restrictions

color

string

The color of this tag category

Maximum length: 32

id

string

The id of the tag category

Maximum length: 32

name

string

The name of the tag category

Maximum length: 255

Example#

{
  "color": "#FF5733",
  "id": "category-456",
  "name": "Department"
}

ProcessTagValue#

Tag value response.

Properties#

Name

Type

Description

Restrictions

category

string

The id of the tag category that this value is associated with.

Maximum length: 32

id

string

The id of the tag value.

Maximum length: 32

value

string

The value held by this tag value.

Maximum length: 255

Example#

{
  "category": "category-456",
  "id": "value-789",
  "value": "Finance"
}

ProcessValidationResults#

Process validation result

Properties#

Name

Type

Description

Restrictions

errors

[ErrorResponse]

Set of validation errors found in the process definition.

unique

Example#

{
  "errors": [
    {
      "code": "MISSING_REQUIRED_FIELD",
      "message": "Job is missing required 'action' field",
      "meta": {
        "field": "action",
        "jobId": "job-abc123"
      },
      "target": "job-abc123"
    }
  ]
}

ProcessesListResult#

Returns a JSON object with data and @nextLink properties. data contains a list of process summary objects, and @nextLink provides the URL to the next set of results. If there are no additional results, @nextLink doesn’t appear. If the request returns no results at all, data contains an empty array.

Properties#

Name

Type

Description

Restrictions

@nextLink

string

Pagination link for next set of results

data

[ProcessSummary]

The list of process summaries.

required

Example#

{
  "@nextLink": "<opaque_url>",
  "data": [
    {
      "autoClose": true,
      "certAutoApprove": true,
      "created": {
        "dateTime": "2019-10-30T15:03:27Z",
        "user": {
          "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
        }
      },
      "dueDate": "2026-01-01",
      "id": "e7b9920095e342889190b4d7eaeca6fa",
      "modified": {
        "dateTime": "2019-10-30T15:03:27Z",
        "user": {
          "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
        }
      },
      "name": "Q4 2024 Financial Close Process",
      "processTemplate": "9e20a5aeaaf84d5ba676233938ac4222",
      "relativeDates": false,
      "revision": 3,
      "run": {
        "completedDate": "2024-12-30T18:30:00Z",
        "created": {
          "dateTime": "2019-10-30T15:03:27Z",
          "user": {
            "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
          }
        },
        "dueDate": "2024-12-31",
        "id": "a1b2c3d4e5f6789012345678",
        "managerUser": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD",
        "modified": {
          "dateTime": "2019-10-30T15:03:27Z",
          "user": {
            "id": "V1ZVd2VyFzU3NiQ1NDA4NjIzNzk2MjD"
          }
        },
        "name": "Q4 2024 Financial Close Process",
        "process": "e7b9920095e342889190b4d7eaeca6fa",
        "status": "running",
        "statusCounts": {
          "Completed": 5,
          "Running": 3,
          "Waiting": 2
        }
      },
      "sourceProcessRun": "9e20a5aeaaf84d5ba676233938ac4222"
    }
  ]
}